Falcon7 Manual
Falcon7 Manual
Falcon 7
Strategy- Design and Scanning
[USER MANUAL]
All rights reserved. No part of this document may be reproduced or transmitted in any form or by any
means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission
of Reliable Software System Pvt. Ltd.
August 2013
Falcon7 Manual
CONTENTS
Falcon7
. 4
Introduction
Data
... 6
Exchange Master
Exchange/Segments
Change Data Mode (Live)
Load Intraday History
Download Daily files
Update daily file
Download Intra files
NSE ADS
BSE ADS
FII DII Activity Data
Find if any Data is missing
Find Missing Intraday Data
Period wise Data for Scrip
Trading Calendar
View Corporate Announcement
Scrip Information
View Period-wise Data for any scrip
View Unadjusted Daily data for any scrip
More
Restart
Exit
Desktop .. 26
Load Desktop
Save Desktop
Set Full Screen Mode
Minimize
Minimize All Windows
Minimize Windows (Except charts)
List of Windows
Show All Windows
Close All Windows
Watches . 32
Market Watch
Tick Watch
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Events Tracker
Index Watch
Stock Watch
Pivot Watch
Spread Watch
Option Watch
Option Calculator
Scrip Tick List
Company Tick List
Derivative Summary
Derivative OI Report
Chart .. 58
New chart
Chart Setting
Tool Setting
Customize Hot Keys
Auto Skip
Visual Scan
Synchronization
Tile
Tile Horizontal
Tile Vertical
Save Page
Load Page
Close All
Group Chart
More
Scan .. 73
Signal Scan
Signal Tracker
Summary Scan
Alerts
Alerts Tracker
Alerts-Advanced
Market Summary
Group ADS Watch
Group Movers
Scrip near 52 week High
Scrip near 52 week low
Group ADS Watch
Day Group ADS Watch
Intraday (Bar) Group ADS Watch
Intraday (Bar) Group OI Watch
View ADS/Index Records
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Trading .. 87
Exchange Margin requirement
Strategy Settings
Fine tune Strategy Parameters
F7 Signal Interface
Personal
97
Application Settings
Access Right Management (ARM)
Password security
View ARM Details
FTP Setting
Login Connection
My Details
My Subscription
My Bills
My Suggestions
Create Local Users
Logoff Main User
New Personal Group
Merge Groups
Analyze My Trades
Set Backup Options
Restore From Backup
Scrip Maintained by me
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Falcon7 Manual
Falcon7
Strategy Design and Scanning
Falcon7, A software useful for traders or someone trying their hands on trading. Falcon7 a software,
which provides data for BSE, NSE, MCX ,NFO,MCF,NOP,NCO,BOP,MCO,MCE,MFO,BCF and many more.
User can also get Historical Intraday data and can load numbers of tick level data. It can handle multiple
exchanges /segment in single application.
Falcon 7 is no-non-sense technical analysis software. This software provides users ton of benefits.
User can instantly switch between periods from a tick chart to minute /daily/weekly/Monthly /
Quarterly/ Yearly charts. You can also open numerous charts at a time to view on different scrips. You
can also keep a track on stocks opening with high, lows. This software provides several popular
indicators. You can also see pivot, support and resistance reports. This software provides several studies
and signal to apply on desired scrip in appropriate way to earn bundle of profit.
User must get subscription to Falcon7 to get these benefits.
Falcon7 most appropriate Technical Analysis Software developed for Indian Stock Market.
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o
o
o
o
o
o
o
o
DATA
DESKTOP
WATCHES
CHART
SCAN
TRADING
PERSONAL
HELP
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DATA
Data Menu is provided with numerous sub-menus. The Data Menu mainly concentrates on option
related to DATA.
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This Exchange/Segment Master helps user to select Downloading Intraday option and Downloading
Daily files options for desired Exchanges. User must note, checking Active option is requisite to
Download Intra, Download Daily or both. Checking on Ignore Sat allows ignoring Saturday as per the
trading calendar.
>>Exchange / Segments:
This Segment displays Markets Start and End Time.
User can set different Start Time and End Time to different exchanges by editing to respective exchanges
sections.
For Instance, if user wants to check in Real Time Trading for NSE Nifty Index and BSE SENSEX where 9:00
AM to 9:08 AM is Pre-open slot.
Pre-open slot where prices are decided. While if user wants these prices to get reflect in market then
he/she should set the timing at 9:00 AM, else open price gets adjusted on after that.
In Display Pane, Exchange will list out Domestic and International Exchange with Start and End Time
which can be edited.
RoundTo: This option Round-Off 30 Minutes average to nearest figure you have settled to.
Default: This option helps to apply default units to the form.
IgnorePrior To: This option ignores prior to the value stated and adjustments are made to last candle.
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Replay previous
data.
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Load History
for fixed
days.
Falcon7 Manual
Load History
form fixed
particular date.
List of Exchange
Subscribed
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Setting Tab:
This Tab is provided with three options:
Auto download on application start: On checking on this option, downloading start
automatically each time application is started.
Auto download new files every 30 Min: On checking this option, downloading for new files
starts automatically on every 30 Minutes.
Auto download on application close: On checking this option, downloading starts
automatically each time before closing application.
Load From: User can start downloading files from particular date.
Check file Size: Checking on this option allows to check size of the file.
List box: This List out the types of exchanges, user is subscribed to.
Get File List:
This displays list of daily files including master files of all respective Exchange for which user is
subscribed to. The list is populated with information related to Type, File, Size, DateTime.
Mark All: Clicking this option will mark all files listed in Get File List.
Un-Mark all: Clicking this option will unmark all files listed in Get File List.
Mark Master: Clicking this option will mark all Masters file listed in Get File List.
Download Files: By clicking on this after selecting list of needful files, user can download files through
this option.
Stop: By clicking this, user can stop Downloading action in between.
Log Tab: This Tab displays the information about Connection Status.
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By checking
here it will
delete files
from Import
folder after
extracting.
Falcon7 Manual
This is Progress
bar, which shows
progress of files
update.
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List of Exchange
user subscribed for.
>>NSE ADS
This utility helps user to get NSE ADS DATA.ie. National Stock Exchange Advance /Decline /Same data.
Through this user can keep a view on Scrip that has experienced advance, decline or no change. This
function is also available in form of study under market breadth category which can be plotted on chart
for further analysis. On selecting this option user will see data populated in Display pane:
Date: Date of displayed data.
Advance: Current days close is above previous days close.
Decline: Current days close is below previous days close.
Same: Current days close is same as previous days close.
Total Stocks: Total number of scrip in NSE that traded on that particular date.
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Tabular representation of
FII DII Activity Data
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Data Grid
showing missing
bar count
Display Panel of
Scrip 1
Display Panel
of Scrip 2
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Scrip can be
selected.
Required Time-frame or
period can be selected
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Date to be selected to
load data from that
particular period.
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Type of Exchange
can be selected
Calendar Status:
EH: Exchange Holiday
Ho: Saturday/Sunday
>>Scrip Information
This utility provides Scrips Information.
Select Scrip: Clicking on this, a dialog box will appear. Through which, user need to select type of
Exchange and then desired Scrip.
Scrip Information is sorted into four Tabs:
Scrip Information: This covers the basic information related to Scrip. It consists of Name, Type
of Exchange, Scrip number, Industry, Years High, Years Low and etc.
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RBS History: This covers information related to Right/Bonus/Split History. It consists of Date,
Category, Factor Description and etc.
Previous EOD: This covers information related to previous end of the day. It consist of Previous
Open, Previous High, Previous Low, Previous C lose and etc.
Current OHLC: This covers information related to current Open, High, Low, and Close. It consist
information related to OHLC, Resistance, Pivot, Support and etc.
Option to Select Scrip
Explore Tab
to get more
details.
>> More
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Appropriate
Server can be
selected.
Get File List and Download Files are two important buttons.
Get file List: Through this button user will get list of files of past 11 to 12 months.
Download Files: This button will initiate downloading process.
Stop: Clicking on this will stop downloading process.
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Through Select button, user has to select .T2 file of particular date that he wants to convert to
T30/T50 or T35/T55 file format. Once user have selected required file, then by clicking on Load T2 file
whole data will be processed.
The scrip under BFO and BOP will be converted to T50 file format and NSE will be converted to T30 file
format.
On completion of compression, types of files T30/T50 or T35/T55 are created as per the selection.
Intra Path: This displays location where converted files are stored.
Format grid: This grid provides two options to convert T2 files to T30/T50 format or T35/T55 format.
Type grid: This grid provides two options to save compressed files either in Scrip-wise or Date-Wise type.
Output grid: This grid provides two options to save either in Zipped format or unzipped format.
Link Data Tick Time Grid:
This has two options to check for: Above Tick Time and Below Tick Time.
Repair Data: This will serve as backup in case of any loss. This will check the data within selected T2 file.
On Loading T2 file, Number of records gets displayed. Total number of records processed gets displayed
in display panel.
Few steps to follow, for converting .T2 files to T30/T50 file format or T35/T55 file format are:
Step 1: On loading .T2 file, user has to select an option from Format, Type and Output.
On selecting format T30/T50 file, Type as Date-wise and Output as Unzipped option datewise folder gets created in Intra folder under Falcons main folder.
For Instance, Date-wise folder gets created 130716Mfile where 13-07-16 (yy-mm-dd) stands
for date while M-stands for Exchange initial (MCX).
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Step 2: On selecting T35/T55 file as format, Scrip-wise as type and in zipped format option under
respective grids for compressing files.
Type of Exchange file gets created for which user has subscribed.
In such type of Exchange file folders of scrip number from 0 to 9 get created, within which zip folder
of particular date gets stored under respective folders.
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This compressed file is in T35/T55 format which on extracting creates T30/T50 files.
>> View Import History
This function helps user to view Import history from this form.
User can view Import history with different type of Exchange selected as per his need.
Exchange Drop down: Type of Exchange can be selected.
Load From: On specifying date, data can be loaded.
Display Pane consists of:
Exchange: Type of Exchange
Date: Date of the Data
Status: Status of data Import.
File Name: Name of imported files.
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DESKTOP
Desktop Menu is provided with numerous sub-menus. This menu mainly concentrates on setting related
to desktop.
Local Files:
This displays all files which are saved by the user himself. User can make this file available for other user
by Publishing.
User need to make minute efforts to get this task done. All he/she needs to do is select required file and
then click on Publish button.
Published Files:
This displays all files which are saved by the users and published on Reliable Server. User can add those
Published Files on their desktop with this option.
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On selecting required Published Files from list displayed in that window. User can apply that required
desktop to his desktop.
Apply: Clicking on this will Load file.
Cancel: Click on this will cancel out your setting.
Publish: Click on this will save file on Reliable server from where other user can also access it.
Delete File: Click on this will delete selected file.
Rename: Click on this will allow you to rename file.
Display
Saved files
>>SAVE DESKTOP
Through this utility user can save wanted desktop created by applying studies, Watches, graph or so.
For Instance, user has opened number of charts and has applied different studies, Watches or so. He has
also opened Market watch or tick watch to study related parameters of different scrips. At this step,
this option runs into help. User can save whole desktop as he has arranged on screen.
There are few text fields that need to be filled by user:
Filename: Name should be assigned to a file.
Drop-down list: This will display names of files which are already saved.
Security File: This helps to implement security over the file created. The security of transferring or
sharing this file can be managed through Personal Access Right Management. Through this option
user can assign access right for that file to the user.
There are three buttons which allows user to work accordingly:
o Save: This will help you to save desired desktop.
o Cancel: This will cancel out the changes and will close the changes.
o Published: Click on this will save file on Reliable server from where other user can
also access the saved desktop.
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For Instance, User is handling Daily trading with different scrips. He /she have also opened Market
Watch or Tick list of that particular scrip to view up and down in that particular group.
List of Window helps user at this point of time by listing names of Windows opened at that point of
time.
User is also provided with two buttons:
OK: On selecting required Window from list, clicking on OK will open that window.
Cancel: This cancels out the list of Window
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WATCHES
Watches Menu is provided with different sub-menu. This Watches Menu mainly concentrates on setting
or maneuver related to different watches.
>>MARKET WATCH:
This utility helps user to get detailed updates of different Exchange.
The Name of this menu is derived from its function itself; user can have overview of whole market by
selecting desired group of scrip or single scrip with this option. Market watch gives detail tick update of
selected set of scrip.
This Window has a series of buttons at top on the title bar of Market Watch:
H: Click on this, will hide setting option.
U: Click on this, will unhide setting option.
E: Click on this will, add Equity of any category.
G: Click on this will, select group of securities.
User is provided with numerous options to add individual scrip or group of scrips or make required
changes.
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Scrips can be
added
Futures can be
added
Groups can be
added
Add Futures:
Clicking on this, Select Future window will be available. User can filter type of Exchange NFO, NCF,
MCF, and MCX. Further changes should be made accordingly by user.
Indices: This enables all indices in the scrip through drop down list.
Rest: This enables all other scrip in drop-down list.
Symbol: Allows you to choose particular symbol.
Drop-down List: User can make a choice between Equity and Currency Scrip depending on the exchange
type selected.
Grid: The grid consists of Expiry: Current, Near and Far.
CURRENT: Selecting on this will give list of scrips expiring in the current month.
NEAR: Selecting on this will give list of scrips expiring in the near month.
Far: Selecting on this will give list of scrips expiring in the Far month.
Show: This will display selected option option contract in the display pane.
Append: This will append the scrip to the scrip in the display pane.
User is provided with three buttons at the end of Select Future form:
Clear: This will clears display pane populated with scrips.
Apply- This will apply selected action.
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Add Scrips:
This allows you to add individual scrip to your Market watch.
This Window has a series of buttons at top on the title bar of Add Scrip.
R: Click on this, will display recently viewed scrips.
N: Click on this, will display Nifty Scrips
B: Click on this, will display BSE Sensitivity scrips.
Exchange drop-down: This allows you to select type of Exchange needed.
Inside: Checking on this will display all the scrips having the letter that you have typed.
For Instance, if you type ABB and tick on checkbox inside. Then all scrips having names beginning with
ABB as well as those having this letters ABB in between or at the end of their name will be displayed.
Active: Check on this will display only those scrips which are active on the basis of letters you have
typed.
Display Pane: This will display list of scrip in format specified.
Add Group:
This will allow you to select group of scrip and add it to Market Watch.
Exchange Type Drop-down: This allows selecting type of exchangeo Exchange Defined-defined by the exchange.
o User defined Groups already saved by the user
o Industries List of Industries.
Exchange Drop down: This consist list of exchanges.
This Window has a series of buttons at top on the title bar of Add Groups.
N: Click on this, will display Nifty Scrips
B: Click on this, will display BSE Sensitivity scrips.
Enable Drag Drop (checkbox): Checking on this box allows you to drag and drop individual scrips.
Save as Group: This allows saving group as file.
Load: This allows you to load a file.
Save: Click to save file.
Pause: Click to pause data flow.
Clear: Click to clear out data.
Color entire row using: This will color entire row based on drop down as selected. There are few option
available on drop down are:
Pcnt Change: This colors entire row based on Percentage Change.
Last Rate: This colors entire row based on Last Rate.
BidRate: This colors entire row based on Bid Rate.
BidQty: This colors entire row based on Bid Quantity
OfferRate: This colors entire row based on Offer Rate.
OfferQty: This colors entire row based on Offer Quantity.
Apply Up/down Colors (checkbox): On checking this option, it will color scrip name, PcntChange and Last
rate.
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Number of digit after decimal: With this option you can select numbers to appear after decimal between
2 to 5.
While on selecting appropriate option with parameters, it will display tick data of selected market/
group.
User can find several other functions on right-click:
Open Scrip List: Through this user can open required scrip.
Save Scrip list: Through this user can save Scrip list.
Add Scrips (INS): Through this user can add required scrip in Market Watch to get detailed updates.
Add Alert: This initiates Alert window, through which user can set Alerts.
Add group: This option allows user to add group in Market Watch.
Arrange Scrips: This option allows user to arrange Scrip in order as he needs.
Always Sorted: This option allows user to sort scrips
Show related scrip: This option allows viewing scrip related to that particular scrip.
Scrip Derivative Chain: This gives detail tick updates of any option scrip of Call and Put trades.
Enable Drag and drop: This option allows user to open scrip on chart by drag and drop.
Hide/Unhide Setting Panel: This will hide or unhide the setting.
Remove Scrip: This will remove or delete the scrip from Market watch.
Remove All Scrips: This will remove all scrip listed in Market Watch.
Standard Column: This option allows user to select Cash, Futures and Option Columns.
View Scrip Tick list: This option gives tick-by-tick updates.
Statistics: This option helps to get statistical data of scrip and their behavior.
Rank: This option allows user to add or remove rank for particular scrip.
Column selection: This option allows user to add or remove fields as per his/her needs.
Column setting: This allows user to save or load previously saved column settings.
View records (Ctrl + V): This displays entire information of the scrip selected.
Width according to data length (Ctrl +D): This arranges the width according to data length.
Grid setting: This allows user to change grid, color & font settings.
Search: This allows user to search for records.
Filter: This option allows user to filter by several methods like manually, selection, AND filter, OR Filter
etc.
Save as: This option allows user to save record as HTML (*.htm), CSV (*.csv), Tabbed (*.txt), Dataset
(*.ds2).
Run Query: This allows user to build and execute SQL query.
[Note: Pro user can build + execute query, while other can only execute query.] On selecting Run
Query, user can build and execute desired query to extract required data.
Below dialog box gets opened, on choosing Run Query option.
This form has two display panes: the upper one that displays the result of query created and the lower
one to write SQL query.
There are few set of buttons provide few functions like:
Load: This allows user to load previously saved Dataset query.
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>>Tick Watch
This utility helps user to filter tick update on group of scrips through this form.
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This is the only sub-menu that allows user to apply conditions or expression with help of different
operands on set of group and examine accordingly.
There are few buttons at the top of this dialog box:
H: This will hide setting options
U: This will unhide setting options
S: This will Start/ Stop the watch
P: This option will pause the data flow in Market watch.
Set Group checkbox: This option will help to get data only on specified group of scrips
Set Group (button): This option allows user to select group from desired type of exchange.
PClose: This will allow you to set rate range filter.
From: This filed allow user to enter start value of range.
To: This field allow user to enter end value of range.
Last traded on/after: This allows you to set last trading day filter
Date drop-down box: This allows you to set last trading day filter.
Last days Turnover: This allow you to set filter of last days turnover of scrips in crores
Tick Qty: This will allow you to set tick quantity filter
Tick Value in Lakhs: This will allow you to set filter for total value of tick
Condition: User can create preferred condition from option button. The option button is helpful to
create condition as needed by using different Variation and different operands. The created condition
can be verified by clicking on VERIFY button. On clicking Append button user can add created input
expression with already existing ones.
Expression Name: Name can be assigned to load that particular Expression in future.
Save: This will allow user to save new expressions.
Load: This will allow user to load new expression for future use.
Apply: This will apply the created expression.
There is Condition grid which provides three options:
Satisfy One: It should satisfy at least one condition
Satisfy All: It should satisfy all condition
Ignore: It will ignore, none of the condition need to be satisfied
Expression: User can create expression from option button.
Show Expr1: Select expression 1 from drop down or option button.
Show Expr2: Select Expression 2 from drop down or option button.
Max Records: This will display Maximum records to be displayed in Window
Watch Name: Name for watch can be assigned
Color Entire Row: Checking on this will color entire row as per the colors selected in main settings.
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Tab option to
create condition
Expression can
be created
Blotters graph
can be viewed
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At the top of this form at right side, there are lists of events defined. Each event plays a crucial role to
trace out the high or low of different scrip.
o
Gap down: Current days open is lesser than the previous days low.
Filled Gap-up: Current days low is same or below the previous days high
Filled Gap-down: Current days high is same or above the previous days low.
o
o
52 Week high / Low: This will display the scrip High/low that occurred in 52 weeks.
Days high: Last rate is high rate of the day.
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Break Previous Days high: High of the bar is greater than the previous days high.
Break Previous Days low: Low of the bar is less than the previous days low.
Volume>Previous Days low: Current days volume is greater than previous days
volume.
Cross above VWAP: Price Line has crossed beyond Volume Weighed Average Price
Cross below VWAP: Price Line has gone down below Volume Weighed Average Price
Larger Bid: When Bid volume is greater than or equal to 500 or 5% of total volume
whichever is greater.
Larger Offer: When Offer- volume is greater than or equal to 500 or 5% of total volume
whichever is greater.
Large Trade- Tick quantity greater than or equal to 500 or 2% of total volume, whichever
is greater.
User must note that top row of events column will be highlighted with its corresponding color, showing
triggered events.
Display pane consists of Scrip Name, Last rate, Data Time, Type of event Bull or Bear.
It will also consists of Industry type, Rank, Scrip number, Message which describes event, event number
in accordance with number of events that have occurred and been displayed.
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User can save moving events in the form and can also Publish which will enable uploading selected
events file to server.
Groups can
be set
Events defined.
Each event plays
significant role
Color can be
changed
(Black, White)
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>>STOCK WATCH
There are two type of stock watch S&P CNX Nifty and BSE SENSEX securities. This utility is of great use
for user, through this function user can keep watch on Nifty and SENSEX stocks. They can compare
between current and previous rate.
User must have subscription of respective ones to get benefits of this stock watch.
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Show Expiry Date: This will show expiry date for the contracts.
Days to expiry: This will show days left for expiry.
Show OpenInt: This will show open Interest
Show Rs. Diff: This will show difference in Rupees.
Show Pcnt Diff: This will show difference in percentage
While display pane will consist of columns as per the option selected in compare Tab.
Select type
of Exchange
Select Rate.
The rate can be Last,
Average or PClose
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Display Pane consists of several tick data of selected market / group. There are several fields in Display
pane like Last Time, Scrip Name, Company number, Change, Percentage Change, Last, Last Qty, Open,
High, Low, close, PClose, POpen and many more fields.
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PUT grid: This will consist all information related to PUT Option contract.
Theoretical: This will display theoretical value of PUT option contract.
Actual (checkbox): This will display actual value of PUT option.
Implied Volatility: This will display Implied Volatility of PUT options.
Display Panel:
The data will be displayed in two columns Greeks and Values.
The Data displayed in brackets indicate negative values.
By Clicking on Price/Greeks user can get updated values of Delta Call /PUT, Theta Call / PUT, RHO Call /
PUT and etc.
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Select desired
scrip
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This shows 3D
representation with Xaxis as Time scale, Y-axis
as Quantity and Z-axis as
Price scale.
Show Blotter:
This Blotters utility is of great help. Through this, user can have graphical representation of Buy and
Sell trades.
This function will help user to get graphical Blotter representation. Blotters will have tick representation.
This section of Blotters will have two graphs, first graph representing Last rate, bid rate and offer rate. In
this Last Rate is plotted as line, Bid Rate as blue dots and Offer Rate as red dots.
And second graph represents Values in Lakhs. This graph is represented in bubble diagram; size of the
bubble also plays a significant role. In this graphical representation, red bubble means sell value and
blue means buy value.
The third graph represents Open Interest. This graph appears only if the value of OpenInt is non-zero.
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First graph
represent Last
rate, bid raw
and offer rate.
Second graph
represent
Values in
Lakhs.
3D view:
This function helps to get 3D view where X-axis represent Time, Y-axis represent Price while Z-axis
represent Quantity. The 3D graph is illustrated in three different colors where green color stands for
trade and quantity, blue for bid rate and bid quantity, red for offer rate and quantity for particular scrip
selected.
Quantity of
the traded
of that scrip
Time at
which scrip
was traded
Price range
of that
selected
Display Pane of Scrip Tick List consists of several fields, some are described below:
Time: Time of fetching data
B/S: Buy or Sell trade.
T in B/S column indicates Post-closing session or period in which no trading takes place. These records
are marked in WHITE.
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Maximum records to
be displayed
Show Blotters: This shows graphical representation of ticks where blotters are represented into three
types of graph. The first graph represent trade where red small bubbles depict Offer rate and blue small
bubble shows bid rate.
The second graph represent values in lakhs, size of bubble also plays significant role. In this bubble
diagram red stands for sell value and blue stands for buy value. Greater the size of the bubble greater is
the value.
While the third graph represent Open Interest of that selected trade.
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First graph
shows offer
and bid rate.
Second graph
shows Value
in lakhs.
Third graph
shows Open
Interest.
Time is
displayed
>> DERIVATIVES SUMMARY
This utility helps user to get information on Futures and Options scrip through this form. Call and Put
must be separately applied in any underlying scrip.
Underlying scrip is base instrument from which derivatives products (Futures and Options) have been
derived.
User must have subscription to Future and Option segment to make available this option.
Select Scrip: This option allows user to select scrip.
Drop down: This list consists of Futures and Options in alphabetical order.
Clicking on N will list out scrips under Nifty.
User can view Derivative Summary report in Tabular and graphical form.
Show: Clicking on this, will display data in display pane.
Display Pane will populate data;
Date: This will display Date of data record.
Future Total quantity: This will display Total quantity traded for Futures scrip.
Future Total value: This will display Total value of futures trades.
Futures Trades: This will display Total number of Futures trades.
Futures Open Interest: This will display all outstanding Futures contracts for underlying scrip.
Call Total Quantity: This will display Total Call quantity traded for Options scrip.
Call Total Value: This will display Total value of call Trades.
Call Trades: This will display Total numbers of Call Trades.
Call OI: This will display all outstanding Call contracts.
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Put Total Quantity: This will display Total Put Quantity traded for Options scrip
Put Total Value: This will display Total value of Put trades.
Put trades: This will display Total numbers of Put trades.
Put OI: This will display all outstanding Put contracts.
Graph:
This shows Graphical Representation of the data in derivative Summary. User is provided facility to set
back days through Test box, where he can enter numbers of days.
There are series of button available for user to carry out the function:
Setting: This allows you to hide / unhide right graph panel. Through this user can also change color of
respective graph accordingly. On selecting individual option displayed at right side, respective sub
graphs get displayed on Left display panel.
User has two buttons in setting section:
Mark All: This allows you to Mark all unselected options
Unmark All: This allows you to unmark all selected option
Load: This allows you to load any previous saved Derivative Summary setting file
Save: This allows you to save setting.
Close: This allows you to close Graph Window
>>DERIVATIVE OI REPORT
This utility helps user to filter scrip from selected Exchange based on Expiry: Current, near and Far. User
can also try appropriate instrument like Future, Call, and Put.
User can try four different combinations to get reports:
o
o
o
o
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%OI Chg: This grid consists of three options: All, Price Up, Price down.
Save as Group: Clicking on this, will allow user to save as group.
Clear: This will clear out the data in display pane.
User can load
previously saved
Derivative OI Reports
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Chart
Chart Tab is provided with numerous menus. The Chart Tab mainly concentrates on option related to
Charts settings.
>>New Chart
User can open a new chart through this option. Clicking on Select Scrip will display a dialog box to
select required scrip. The Exchange drop down will list out type of Exchange you have subscribed to.
On selecting required chart user can check the New chart checkbox to create new chart or un-checking
will result into overwriting of chart on previous opened chart.
This window consists of three buttons:
Cancel: This will cancel out all changes or setting made.
Apply: This will open new selected chart
Studies: This will display study selection grid. This grid will contain all Templates, Study files and
study for scrip files. On clicking on Studies tab, the label will change to No Studies.
Then clicking on studies will display, two tabs and display pane:
Local Files
Published Files Tab
Local Files:
This displays all files which are saved by the user himself.
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Published Files:
This displays all files which are saved by the users and published on Reliable Server. User can add those
Published Files on their desktop with this option.
On selecting required Published Files from list displayed in that window. User can apply that required
desktop to his desktop.
Apply: Clicking on this will Load file.
Cancel: Click on this will cancel out your setting.
Publish: Click on this will save file on Reliable server from where other user can also access it.
Delete File: Click on this will delete selected file.
Rename: Click on this will allow you to rename file.
Allow user to
apply Saved
or Published
studies.
Checking on
this will
open scrip
in New
Chart.
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Action Tab
Action Tab consist of setting related to action applied on chart.
Open new chart: This will always set new chart replacing chart that is already opened.
Retain Chart Period: This enables period to be maintained in all settings.
Auto save Template: This enables auto-saving Chart Templates.
Template Tab button: Click here to set auto-saving of template in a specified template file.
Clear: This will clear out the file selection made.
Auto save Studies: This enables auto-saving applied studies as new file
Add Scrip to Group: This will enable auto-saving of scrip user defined on pressing A.
Intraday Data: Selecting All will allow you to view fully loaded data. And a new provision is added
where user can specify number of last intraday data to be loaded on chart. This works as per calendar
days. This setting can be applied to individually or differently.
Show future bar: This enables to scroll for number of future Bars as specified by user.
Swipe Chart: This enables to move chart by pressing mouse button. The chart will move till the position
where mouse button is released.
Use mouse Wheel To: This allows you to set mouse wheel function.
Zoom: This enables mouse wheel function as Chart zoom.
Scroll: This enables mouse wheel function as scrolling chart.
Level on Daily
Level on Daily consists of setting related Pivot, Support and Resistance for Daily charts.
Select All: Allow you to select all options.
Resistance 3: This enables display of Resistance 3.
Resistance 2: This enables display of Resistance 2.
Resistance 1: This enables display of Resistance 1.
Pivot: This enables display of pivot.
Support 1: This enables display of Support 1.
Support 2: This enables display of Support 2.
Support 3: This enables display of Support 3.
Avg Traded Price: This will display Average Traded Price.
Mid point: This will display Midpoint.
POpen: This will enable display of previous days open value.
PHIgh: This will enable display of previous days high value.
PLow: This will enable display of previous days low value.
PClose: This will enable display of previous days close value.
30-Min Avg: This will enable display of 30-minutes average values
Level on Intra
Level on Intra consists of setting related Pivot, Support and Resistance for Intra charts.
Select All: Allow you to select all options.
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Allow
snapping of
tool to High
point or
Low point
of bar.
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This sets
snapping tool
to automatic
mode.
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Retracement Tab
Fibonacci Retracement is ratio used to identify potential reversal levels. Retracement level is used to
forecast extend of correction or pullback. Retracement can also be applied after a decline to
forecast the length of a counter trend bounce.
User can set 10 retracement levels accordingly as per his needs
Percentages:
User can edit percentage values by clicking on up and down. User can manage 1 to 10 levels of
retracements.
Default: This option will help user to revert all changed percentage values to default values.
Show Values: This option will help user to view values on chart.
Show Percentage: This option will help user to view percentage values on chart.
Retracements till Price Scale: This option will allow retracing the line tool till the last bar.
Extension Tab
This allows user to set extension percentage accordingly as per his needs.
User can set 10 extension levels on charts.
Percentages: User can edit percentage values by clicking on up and down. User can manage 1 to 10
levels of extension on charts.
Show values: This option will help user to view values on chart.
Show Percentage: This option will help user to view percentage values on chart.
Extension till Price Scale: This option will allow extending the line tool till last bar.
This form has two buttons:
Ok: This will apply all changes made in the form.
Cancel: This will cancel out all the settings made in the form
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>>Visual Scan
This utility helps user to run visual scan using this window. This function shares its similarity with autoskip, but with only difference that those charts which satisfy conditions are only auto skipped.
User can select this option from Charts Visual Scan to apply for all charts that are opened on screen
or Right click on chart Visual Scan to apply for individual chart.
Visual Scan has three tabs:
Query Settings: This Tab allows setting query for visual scan
Group field: This displays selected group.
Tab button: This allows to select require scrip from desired type of Exchange for which user is
subscribed to.
Period: This will allow user to select required period.
Drop-down list: This will display list of signals.
Check for Last bars: This option allows entering number of last bars to be tested
Offset: This option allows excluding numbers of bars from last.
Output Group/Report: This Tab allows to change output setting for visual scan
Output Group: This option should be checked to generate an output group of scan results.
Text field: User can enter desired group name.
If Output Group exists: If this is selected, then it will verify the typed group name already exist or not. In
case if those groups match then, user has two option to check for: Overwrite and Append.
Overwrite: This will replace previous records with current result.
Append: This will add current result to previous records.
Charts: This Tab allows making chart display or pausing setting for visual scan
Show Chart: This option will help to view during scan.
Pause for: This option allows user to pause chart for few seconds as stated by user.
Output: This Tab displays result of scan.
Visual scan is provided with few buttons to work on different function.
Run: Clicking on this will help to start automatic scan.
Manual: Clicking on this will help to run manual scan
Auto: Clicking on this will help to run auto scan
Pause: Clicking on this will allow user to pause scan
Resume: Clicking on this will resume scan
Stop Scan: Clicking on this will stop scan
Report: Clicking on this will generate report of scan
Save: Clicking on this will save scan
Load: Clicking on this will load saved scan.
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If user wants to save this whole analysis, then they are provided with Save Analysis function. Later, if
he /she want to load the same query then clicking on Load Analysis will help him/her to load required
visual scan.
>> Synchronization:
This utility helps user to synchronize all opened charts. User must select appropriate options
accordingly.
Scrip: If this is check, then this will set scrip synchronization on all opened charts.
Period: If this is check, then this will set period synchronization on all opened charts.
Chart Setting: If this is check, then this will set chart setting accordingly as per user selection.
Skin: If this is check, then user can set desired skin on all opened charts.
Study: If this is check, then user can apply essential study on all charts.
Mark All: This helps to mark all options
Unmark All: This helps to unmark all options
User can select or deselect charts from Display pane.
Synchronize form has two buttons: Apply: This will apply the changes made.
Cancel: This will cancel out the changes made and close the form.
>>Tile
This utility helps user to get Tile view of all charts opened on screen. User can view several charts in Tile
form by pressing combination of Ctrl + T. To zoom any particular chart, user need to Press Z on that
particular chart.
>> Tile Horizontal
This utility helps user to get Horizontal Tile view of all charts opened on screen. User can view several
charts in Horizontal Tile form by pressing combination of Ctrl + H. To zoom any particular chart, user
need to Press Z on that particular chart.
>>Tile Vertical
This utility helps user to get Vertical Tile view of all charts opened on screen. User can view several
charts in Vertical Tile form by pressing combination of Ctrl + V. To zoom any particular chart, user need
to Press Z on that particular chart.
>> Save Page
This utility helps user to save whole page.
In this, a page may consist of several charts opened with different time frame.
User has to fill in few text fields to save the chart pages created.
Filename: Name for file must be given
Drop-down list: This will list out already saved filenames
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Tile vertically
This will vertically tile all the group charts.
Close all:
This will close all the group charts.
>>More
Re-Number Charts
This utility helps to sequentially number charts that are opened on screen. If any chart is closed, than
this function helps to sequentially number charts that are opened on screen.
Hide All
This utility helps to hide only charts that are opened on screen. This option is applicable for hiding only
charts.
Unhide All
This utility helps to unhide charts that were previously hide on screen.
Hide Rest
This utility will hide rest of group charts, watches or graph which are opened on screen.
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SCAN
Scan Tab is provided with various menus. Scan Tab mainly concentrates on options related to
scanning.
>>Signal Scan
This utility helps user to scan group of scrip with defined set of condition. User can also add studies and
signals on this scan. Results are generated based on satisfying scrip in this form.
Load: This will load previously saved signal scan query.
New: This will start a new query
Edit: Checking on this will allow user to edit query. Its mandatory to check this option for changing
setting in Main and Define tabs.
Save: This will save the query, so that it can be used for future purposes.
Cancel: This cancel out the setting mode and enables scan running options.
Scan: This will help to run a scan.
Auto Scan: This will set an automatic scan where scanning will take place according to setting made in
setting Tab.
Signal Scan has three tabs:
Define
This tab will help to define query parameter of Data period, Data loading, Group, filters, Signals and
conditions.
Scan Name: User must assign a Name for new scan.
Purpose: User can give concise description of scan.
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Author: Users name should be assigned so that it will be in help for future reference.
Period: This will allow user to select time-period from drop-down list.
Seconds: This will allow user to add time-frame for intraday period.
Load intraday for Last: This will allow user to enter required time-frame, which will be consider for
calculation of applied studies and scanning.
Set Group: This will allow you to select a group. Then all scrip within that group will be scanned on
defined condition /signals, while the satisfied scrip will be displayed in Result Tab.
Refresh Data from server Before Scan: This will allow retrieving new files from server prior to scan.
Load group before every scan: Check on this, will allow you to load group before every scan.
Assume Same Start Time for All Exchanges: Check on this, will allow you to set same Start time for all
Exchange.
PClose: This allows user to set filter range of rate
From field: This allows you to enter start value of range.
To field: This allows you to enter end value of range.
Last traded on/ after: This allows you to set last trading day filter.
Last days Turnover (Cr) >= this allows to filter last days
Auto Scan:
This section helps user to select any one option:
On last Complete bar:
This option helps user to consider real time on bar formation while scanning
On Timer (last incomplete bar):
Through this user can define time in seconds for on-timer scanning.
This option allows user to consider last incomplete bar or real time bar for scanning.
On selecting this option it enables to consider Incomplete Bar (Last Bar), for scanning a query.
Condition grid:
This grid consists of three options:
Satisfy One: Selecting this will allows user to satisfy any one condition.
Satisfy All: Selecting this will allows user to satisfy all conditions
Ignore: Selecting this will allow user to ignore conditions
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AUTO SCAN
On last complete bar Scanning will consider
real time on bar completion.
On Timer- Scanning will consider incomplete
last bar.
Result
Append Record:
This is first check box in Result Tab. On selecting this, it will allow you to add current result to previous
scan results.
Auto Save as group: This option automatically save result as new group and keep updating that group
during auto scan.
Show: This grid provides option to display various data columns
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Logs
This Tab helps to view history.
Show log: Check on this will show logs of scan
Clear: This will clear all results.
Signal Scan Display Pane will consist of Scan number, Scrip Name, Record Number, Data Time, Records,
Open, High, Low, Close Rate, Total Quantity and etc.
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>>Signal Tracker
This utility provides combined display of all occurring signals/condition that have been set in Signal Scan.
User can run multiple signal scan at a time.
Signal Tracker is provided with two tabs .I.e. Summary, Signals to explore more functions.
This utility has various options to check or uncheck at the bottom of the form:
Pop-up on Signal: On checking this, Signal tracker window will pop-up whenever signal / condition
occurs.
Beep on Signal: On checking this, Signal tracker will give a beep on occurring signal /condition.
Color entire row: On checking this, top row of the tracker will be highlighted with corresponding color
showing the triggered event.
Show Chart: This will display published chart.
Customize Signal Display: This is new and unique feature. User can change font color with black
background and white background for different categories like Long, Short, BuyStopLoss, SellStopLoss
and etc. On selecting required color for different categories in appropriate background, user can click on
Apply button.
Summary Tab, Signals Tab and Messages
Tab to explore more options.
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Receive external: This is applicable to only those user who are subscribed to different studies. On
checking this, user will receive signal if he is subscribe to other users studies.
Template: Name can be given to template.
From Start: On checking this option, this allows you to load signals from beginning of market.
>> Summary Scan
This utility helps user to filter tick updates through this form.
This is the only sub-menu that allows user to apply conditions or expression with help of different
operands on set of group and examine accordingly.
There are few buttons at the top of this dialog box:
H: This will hide setting options
U: This will unhide setting options
S: This will Start/ Stop the watch
P: This will pause the watch
Set Group checkbox: This option will help to get data only on specified group of scrips
Set Group button: Clicking on this will dialog box to select group.
PClose: This will allow you to set rate range filter.
From: This filed allow user to enter start value of range.
To: This field allow user to enter end value of range.
Last traded on/after: This allows you to set last trading day filter
Date drop-down box: This allows you to set last trading day filter.
Last days Turnover: This allow you to set filter of last days turnover of scrips in crores
Tick Qty: This will allow you to set tick quantity filter
Tick Value in Lakhs: This will allow you to set filter for total value of tick
Condition: User can create preferred condition from option button. The option button is helpful to
create condition as needed by using different Variation and different operands. The created condition
can be verified by clicking on VERIFY button. On clicking Append button user can add created input
expression with already existing ones.
Expression Name: Name can be assigned to load that particular Expression in future.
Save: This will allow user to save new expression.
Load: This will allow user to load new expression for future use.
Apply: This will apply the created expression.
There is Condition grid which provides three options:
Satisfy One: It should satisfy at least one condition
Satisfy All: It should satisfy all condition
Ignore: It will ignore, none of the condition need to be satisfied
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Send to Alert tracker: Checking on this will help send to alert trackers
Apply: Click on this will apply the setting made in this sub-menu
Cancel: This will cancel out the setting made in this sub-menu
User can view results in Display Pane of the selected scrip. User can also add or remove required or not
so required column, by Right clicking in Display Pane Column selection. Display Pane consists of:
Active: User can select to view pop-up of the alert
Scrip name: Name of Selected scrip will be displayed.
Period: Type of period will be specified
Sec: This will display seconds if specified in case of Intraday period is selected.
Condition: This will display the condition specified
Message: This will display message specified in the message field
TriggeredAt: This will display time at which alert occurred
SetAt: This will display time at which the alert was manually set.
ID: This will display unique ID generated by system in ascending order.
Select required
input line.
Select Period
from drop down.
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Pop-up
occurs
when
condition or
Signals are
satisfied.
This will
initiate
Alert
window.
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Result Tab
Append Record:
This is first check box in Result Tab. On selecting this, it will allow you to add current result to previous
scan results.
Show: This grid provides option to display various data columns
Price: This will display price for satisfying results.
Volume: This will display volume for satisfying results.
Studies: This will display values of applied studies for satisfying results.
Signals: This will display signals for satisfying results
Chart grid:
This grid consists of two options:
Set period of charts: Checking on this option will set the period on chart as per the setting made in the
scan.
Replace Chart Studies: This will allow you to replace chart studies on chart.
Clear: This will clear out all selection or changes made.
Log Tab
This Tab helps to view history.
Show log: Check on this will show logs of scan
Clear: This will clear all results.
Display Pane will consist of Scan number, Scrip Name, Record Number, Data Time, Records, Open, High,
Low, Close Rate, Total Quantity and etc.
>> Market Summary
This utility helps user to take a look at market in Summarized way.
There is Hide option H available at the top of Market Summary form, which will help user to hide or
unhide the setting part.
Summary Name: New name can be assigned to Summary scan.
Set Group: This allows user to select desired group.
Order By: This allows user to sort records in descending or ascending order.
Sort by: User can sort result from the drop down list as follows:
o Pcnt Change
o TotalQty
o TOverCr
o OpenInt
o PcntTotalQty
o %of PTOver
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OI PcntChg
OITotQtyPcntChg
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TRADING
Trading Menu is provided with different sub-menu. This Trading Menu mainly concentrates on setting or
maneuver related to Margin requirement, Parameters related to Strategy setting and fine tune.
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On selecting Enter filter manually, user can create condition by using different type of operands
available under sign section. He/she can also relate logical operator accordingly. The condition created
gets displayed in Text box under filter condition.
Add condition button: This allows user to add condition
Enter condition and OK: This allows user to finalize the entered condition as OK.
Clear all: This will clear out the condition made under filter condition text box.
Test: This will allow user to verify before applying the condition.
Load: This button has pictorial view of folder. This function allows user to load previously saved
conditions.
Save: This button has pictorial view of floppy. This function allows user to save created condition.
Cancel: This will cancel out the setting or changes made.
OK: This will apply the conditions created.
There are several fields available in Display Pane. One can also add or remove certain field by right
clicking on Display pane Column selection.
Display consists of Symbol, ShortName, ExpMarginPcnt,SpanMarginPcnt , TotalMarginPerLot, TOverCr ,
PTOverCr, MemberLimit, Client Limit and etc.
Filter by Selection: This option allows filtering on selection made by the user.
Filter AND filter by Selection: This option allows user filter on selection made by the user by using AND
Logical operator.
Filter OR filter by Selection: This option allows user filter on selection made by the user by using OR
Logical operator.
Switch filter ON /OFF: This option allows user to ON filter option or OFF filter option.
User can also load previously saved filter by Load filter option.
By using vital filter necessary results can be generated.
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There are several fields available in Display Pane. One can also add or remove certain field by right
clicking on Display pane Column selection.
Display consists of Symbol, ShortName, ExpMarginPcnt,SpanMarginPcnt , TotalMarginPerLot, TOverCr ,
PTOverCr, MemberLimit, Client Limit and etc.
Margin Requirement NSE
On selecting Margin Requirement NSE user must set limit of filter on margin and also turnover value in
crores. User can also assign a name to save this particular requirement.
There are several fields available in Display Pane. One can also add or remove certain field by right
clicking on Display pane Column selection.
Display consists of Scrip, Margin 1, Margin 2, Total Margin, LTP, TOverCr, PTOverCr and Scrip Number.
Margin requirement MCX
On selecting Margin Requirement MCX user can assign name to save this particular requirement as
group.
User can use several type of filter like those available in NFO and NCF.
There are several fields available in Display Pane. One can also add or remove certain field by right
clicking on Display pane Column selection.
Display consists of Symbol, ShortName, ExpMarginPcnt,SpanMarginPcnt , TotalMarginPerLot, TOverCr ,
PTOverCr, MemberLimit, Client Limit and etc.
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Money Tab
There are three options available on selecting any one; rest of the options with their respective setting
gets disabled.
Fixed Position Amount: It is capital for taking position. I.e. Numbers of trades= (long or short position)
Fixed Position Risk: It is total bearable risk amount. I.e. numbers of trades= (long or short position
size)/stop loss value,
Where stop loss value = (entry rate *stop loss %) /100
Fixed Quantity (in lots): It is to test strategy based on fix lots or fixed quantity.
Long Position amount: This is capital for Long trade to be enabled for fixed position size.
Short Position amount: This is capital for Short trade to be enabled for fixed position size.
Long Position risk: This is capital for Long trade to be enabled for fixed position risk.
Short Position risk: This is capital for Short trade to be enabled for fixed position risk.
Quantity (in lots): This is to enter values of quantity in lots to be enabled for fixed Quantity (in lots).
Round Trip Transaction Cost: This is Percentage of earning that will be cut off as transaction costs. This
consists of Brokerage + Taxes.
Add Profit/Loss for Position size: On checking this option, this will add previous trades profit/loss to
current trade position.
Stop After grid consists of two options to check and enter respective values:
Net Loss%: This is the percentage of loss you can bear after specified number of loss while making trade.
Consecutive Loss Making Trades: This allows you to enter value in Number field. This halts trading after
specified number of loss-making trades.
Round Grid also consists of two options:
Quantity to nearest: This will round-off trade quantity to nearest multiple of specified number.
Rate to Nearest: This will round-off rate amount to nearest amount as specified.
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Duration Tab
This tab consists of setting related to duration part.
Start Bar: This enables setting for specifying number of days for back testing.
Start Date: This enables specifying date for back testing.
End Bar: This enables end bar of testing
End Date: This enables end date of testing.
Max holding Bars: The maximum number of bars for holding a trade.
In case, if profit target or loss limit is not hit, trade will get squared off after the specified number of
bars.
User can specify Start
bar or Start date for
back testing.
Stop Tab:
Compute Entry Stop and Target Based on grid consists of two options:
Entry Rate: Position should be taken as delay specified in strategy.
Signal Rate: Position should be taken on the bar on which signal appears.
Price High Line: Data column for calculating Long Position Trail Stop rate and target checking.
Price Low Line: Data column for calculating Short Position Trail Stop rate and target checking.
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Daily Rules:
This tab consists of setting to apply on Daily rules.
Close All Position: All position will be closed on day as specified in day field by user.
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3D view: This will show 3D view with X, Y and Z-axis. In this X-axis stands for short average, z-axis
stands for Long average and Y axis for profit.
Here in 3D graph dark blue part are more profitable combination of Data Inputs, light blue part
are combination of average, while more lighter part are the one which have scored low in
profitability.
Average Profit and Standard deviation: This shows the graph of selected inputs. The parameters
are plotted against Average Profit and Standard Deviation.
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There are other several fields that give detailed information of strategy created, some are listed below:
Strategy ID: This displays list of strategy Identification number with file extension, where first five initials
is strategy name, scrip name separated by dot.
Paused: Check on this will pause the strategy Execution Interface.
Send Mode: This display send mode that is set through Strategy (Basic, Basic Modified, Advance,
Advance Modified and Pro)
Scrip Name: This displays the name of scrip.
Period: This displays selected Time-frame.
Signal tab:
Its essential to check with appropriate option through this Signal tab.
There are four checkbox:
Long Signals: Check on this will allow Buy Signals.
Short Signals: Check on this will allow Sell Signals.
No New Position Before: User can set time through drop down. Such that no new positions of any scrips
will be taken before the time that is set
No New Position After: User can set time through drop-down. Such that no new position of any scrip will
be taken after the time that is set
Signal API:
This tab consists of two checkbox:
Show: Check on this will display all API signals.
Forward: Check on this will forward signal to trading terminal.
Clear: This will clear out the data populated in the display pane.
A text filed appears, which displays the destination on which file is saved.
Reset: This allows user to reset the settings.
Start Signals Server: This button initiates new window, which has several functions to operate.
User has to click on Start Server, to establish the connection and fetch signals. While Stop, will
terminate the connection with server. User has to again click on Start Server, to restart it.
List users: This will list out users Connection ID, Address, Connect IP, Start Time and etc.
Accept connection: Check on this will allow user to accept new connection.
Check Max: This will check the max records.
Log: This tab displays the status of connection.
Send Signals:
This window is initiated by pressing S button. Through this window, long, short and other types of
signal can be viewed under display pane.
This sends signals which can be tracked under Signal Tracker.
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Action grid: With this grid, user can select required kind of action from Long, Short, Long Exit or Short
Exit.
A/C Code: This account code can be changed from F7 Signal Execution Interface.
This can be selected from Strategy (Basic, Basic Modified, Advance and Advance Modified).
Strategy Name: This is name assigned to the Strategy created.
User can validate the signals through Verify Signal.
User can lock the setting by checking on either of the option Rate or Change.
On selecting Rate, user can change Target Rate, Stop Rate accordingly. While on selecting Change,
user can select % or Rs from drop-down.
Number of Splits and Quantity must be set accordingly by user.
Auto-send in (ms) [checkbox]: On checking Auto-send action gets activated. On setting required time
frame, signals are generated accordingly.
Send Signals:
This will generate signals derived from the strategy created. While the signals will be displayed in display
panel under Signal tab and Signal Tracker.
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PERSONAL
Personal Menu is provided with different sub-menu. This Menu mainly concentrates on maneuver
related to Personal settings, Users details, Bills, Subscriptions, Login Connection and many more.
>>Application setting:
The master setting of this software is made through this form.
Application setting has five tabs:
Application Tab
Starts up setting of this application are made through this tab.
Load Desktop on Start: This will load current windows on next start-up.
Full screen mode: This will help to open application in full screen mode
Open Chart on single click: This will help to open chart via a single mouse click.
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Default Chart Period: This will allow you to open chart as Intraday / Daily / Weekly / Monthly / Yearly /
Quarterly / Expiry.
Use % of screen area on chart: This option helps to specify how much portion of chart should occupy
when we tile them.
Width: Specify chart width
Height: Specify chart Height
Multi-monitor: This will auto-detect Multi-monitor
Retain auto scan selection: This will retain while loading desktop and individual scan.
Font: This will allow you to make changes related to font with their style and size.
Scrip selection: User can select scrip method.
Compact: This will enable scrip selection from all Exchange, Segments and groups.
Scrip From Group: This will enable to select group from defined lists.
Scrip Name: This allows short-listing scrip names based on:
Symbol
Shortname
Symbol.Shortname
Shortname.Symbol
Falcon3
NetPlus
Security grid: Through this security grid, user can change password of Access Right Management.
Initially, the password is Hardware ID user can change the password by clicking on Change Password.
At the very beginning of changing the password procedure user has to enter current password then
enter the password which user want to assign and then confirming the same password.
Change button helps to set the password. While Cancel will cancel out the settings or changes made.
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EOD Tab
All setting related to EOD and data display are done from this section.
Load EOD Data From: This is mandatory option which must be checked. User after setting required date,
EOD data will be loaded.
Adjust RBS: This will display Right / Bonus / Split adjusted data.
Display Quantity in Mlot: This will help to select display quantity traded in Market Lots.
Display Open Interest in Mlot: This will help to select display open Interest of scrip in Market lots.
Use Rolling Data for Active Series: This will allow you to set rolling data series.
Display Future Expired Contract: This will display all futures expired contract provided with masters file
L6Expired.zip file of that particular Exchange.
Display Options Expired Contract: This will display all options expired contract provided with master file
L6Expired.zip of that particular Exchange.
Auto-shift to next expiry: On selecting this, it will allow automatic the shifting of expiry individual
futures or currency scrip to new expiry.
Auto-Shift Scrip to next expiry: This will allow to automatic shifting process of expiry of individual futures
or currency scrip to new expiry.
Update Base Variables: This will update base variable under futures and option contracts.
Fetch EOD Data from Server using: This will fetch EOD data from server depending on the option
selected between FTP (File transfer Protocol) and HTTP (Hyper Text Transfer Protocol).
Intra Tab
Show ADS Toolbar: On selecting this, it will display ADS Toolbar on the Main Window.
Show Indices Toolbar: On selecting this, it will display Indices Toolbar on Main Window.
Show Time in Indices Bar: On selecting this, it will display current time in Indices Toolbar.
New candle on day change: On selecting this, it will keep on displaying new candle on day change.
For Instance, if intraday chart of 15 minutes duration is selected the previous day at 3.20. Then market
gets closed by 3.30, and then remaining 5 minutes gets adjusted at start of the next day. I.e. a new
candle of duration 10 minutes will be formed.
Compute 30Min Average
On selecting this, it has two options:
Based on Market EndTime: Selecting this will allow you to view 30 min average data in market
watch as per setting made in Segment Setting End Time.
Based on Last tick: Selecting this will allow you to view 30 minutes average data in market watch
based on last tick.
Always fetch todays tick: This will allow fetching that days ticks.
Maximum number of intraday ticks: On selecting this, it will allow you to display maximum number of
intraday ticks.
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Reconnect live data on inactivity (Sec.): If there is no live data being fetched then it will auto reconnect
to live data after specified amount of time.
Get intra for group on application start: This will fetch intraday data for specified set of group by user by
selecting required group from Set Group on start of application.
Get Previous Intraday Files from Server: on checking this, it will allow to fetch intraday history from
server.
Notify On Receiving Intraday Files: On selecting this, it will display notification of downloading intraday
files next to software main menu when intraday history is loaded and scrip is changed.
Get data from:
This option will allow user to receive data from Server or T2 file. Anyone option can be selected from
this two.
Grid Tab
This section allows user to make grid related changes.
Local files: This will display grid related file created and saved locally by user.
Published Files: This will display all published file, files that were saved by different user related to grid
setting and published on Reliable server.
Refresh: This will refresh contents.
Apply: Clicking on this will Apply the changes made.
Publish: This will publish the selected file.
Delete file: This will delete selected file.
Rename: This will allow user to rename the file.
Font: This option will allow user to change font type and font size of the contents
Title Font: This will allow user to change font type and font size of title in application.
Category: This will display list of field of which color can be changed.
Color: This will allow you to change color of required fields as specified by the user with required
category.
UP / DOWN / SAME Color specification: This will allow user to set background and font color. After
making required changes as per user needs, this will reflect in the entire application.
Background / Font: User can specify Background / Font color for UP/DOWN/SAME by clicking on
background button or Font button.
Default White: This option will help to change theme of entire application to White.
Default Black: This option will help to change theme of entire application to Black.
There are several checkbox top right corner of this form:
Indicator: On checking this, it will show record indication on left hand side.
Column Lines: On checking this, it will display column lines.
Row Line: On checking this, it will display row lines.
Row select: On checking this, it will show row selection.
Gradient for title: On checking this, it will show Gradient for title.
Data row Focus: On checking this, it will draw focus on selected row.
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Color Alternate Row: On checking this, it will color entire alternate row.
Preview: This will display preview of all changes made in the grid.
There are few buttons available for user which plays significant role. They are as follows:
Save As: This will save settings done.
Save as default: This will save all the settings and changes made as default.
Cancel: This will cancel out all changes made.
Apply: This will allow user to apply the changes made in the application.
Study Tab
This section will help user to make changes related to study.
There are several section in this tab, few are:
Show while adding study:
Notes: This option will enable study notes.
Draw style: This option will enable Draw style setting.
Sub-Graph: This option enable sub-graphs
Security: This option enables security settings.
Candle pattern recognition: This section allows recognizing candle pattern.
Trend Detection: Detection of trend can be done using this.
Use Average: This allows user to use averages between EMA and SMA.
Bars: This will specify numbers of bars on which average needs to be plotted.
Condition:
There are two conditions available Above / Below Average: When close line is above or below the added average line, then it is
uptrend or downtrend.
Direction of Average: Movement of average line in upward direction indicates uptrend and
downward direction indicates downtrend line.
Hammer / Hanging Man lower shadow 2 to 3 times real body: Any one candle pattern can be selected
if its size is more than 2 to 3 times the real body size.
Average body Size on Last Bars: Input number of bars on which average body sixe need to be calculated.
Long Body > Percent of Average Body: If the size of pattern body is greater than the percentage
Specified in field of average body, then it is said to be LONG BODY.
Short Body < Percentage of average Body: If the size of pattern body is lesser than the percentage
specified in field of averages body, then it is said to be SHORT BODY.
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Password: This is set by creator on his own system on which personalized files are created.
Execution Password: It is a password shared between creator and other user. Without this
password, user will not be able to unlock the study to edit parameters or so.
On implementing such protection, the strategy created becomes more dynamic and flexible. The name
of indicators and parameters also gets protected.
Creator can assign Edit Right, for selected parameters, while locking other parameters. On transferring
such kind of personalized file, user must save security file armV4 (i.e. Access Rights Management)
under Falcon7 folder Personal ARM Main User and the main Study file under Falcon7
Personal Main User.
On applying security level, the name of indicators will be visible like below:
On entering correct password, user is authorized to edit the parameters which are allocated by the
creator with Edit Rights.
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>> My Details
This function consists of users Service and Personal detail.
The Service detail comprises of Product Name, Client ID, Hardware ID, Subscription Number and Unique
Node ID and Subscription Number.
While Personal detail encompasses Name, Company, Address, Mobile number, Email ID, Web Password
and Activation Code number as per Invoice.
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>> My Subscription
This form helps user to check for subscription for type of Exchange user has subscribed. This form
flashes Hardware ID and Status of subscription from Server.
The display pane of this dialog box consists of following:
Source: From where data is derived.
Feature: Type of Exchange subscribed.
Expiry Date: Date till application is valid.
DaysLeft: Remaining Days for expiry of product.
SubscriptionNo: This will display subscription number.
CertType: This will exhibit type of certificate.
>> My Bills
This utility will display billing details and status of user.
>> My Suggestion
This dialog box helps user to directly get help on Suggestion, Error or Observation. User need to fill
message and his / hers personal details. After filling required details, there are two buttons available:
Send: Clicking on this button will send Suggestion, Error or Observation to Support help.
Cancel: Clicking on this will cancel out the setting or changes made.
History Tab: This tab consist information of users Suggestion, Error or Observation with feedback and
status.
Refresh: This Refresh button will refresh this form.
>> Create Local User
This utility helps user to create, delete and edit user for software.
The form is divided into two parts:
User creation
All user list
User Creation: This will display details of user selected on Right-hand side in All user List.
User Name: User name can be edited or entered.
Password: Enter / edit password.
Mobile number: Enter / edit password.
Email ID: Enter / edit Email ID
Reference number: Enter / edit reference number
Admin: On checking on this, administrator rights can be assigned to selected user.
Show Password (checkbox): Checking here will display password of all user in All Users List.
All User List: This consists of UserName and IsAdmin column.
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There are few buttons available for client to operate further on this:
New: This will add new user.
Modify: This will modify existing user
Save: This will save settings made.
Delete: This will delete selected user.
Cancel: This will cancel out the setting or changes made.
>> Log-off Main User
This function will help user to log-off as Main user.
>> New Personal Group:
This utility will help user to make new personal groups with this form.
Display Grid: This shows all user defined groups. You need to click on required option to select that. This
consists of:
Group Name: This will display name of group.
Exchange: This will display Exchange under which group was created.
Group code: This will display the code assigned by software.
Group Name: User can Type or edit group name.
This form also consists of few buttons and options to check.
New: This will add a new group.
Existing: Checking on this, changes to existing group can be made.
Show Members: By checking this option, user can view and add members to group.
Group Code: Software assigned group code number.
Group Name: User can Edit / Type group name.
Exchange: This will allow user to select Exchange for group.
Delete: This will delete group in Display Grid.
Save: This will help to delete group in Display Grid.
Cancel: This will cancel out the setting or changes made.
Display Grid of Group Members:
Sel: This will allow user to check or tick on scrip to select.
Symbol: Exchange defined scrip symbol.
Short name: Scrip short name.
Exchange: Type of exchange listed.
Add Scrip: This will add scrip to group.
Save: This will save changes
>> Merge Groups
This utility helps user to merge existing group with this form.
Group 1: By clicking on this button, user can select Group 1.
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Period: Through this period drop down option user can select required Time-frame.
Start Date: This allows user to set date from which he wants to check.
Name: User can assign desired name for Group of scrip.
Add Scrip: This option allows user to add individual scrip.
Add Group Scrips: Through this option user can add Group of scrip in set of Indices.
Apply: This option allows user Apply the changes made.
Cancel: This will cancel out all the settings made.
Set Group: Through this user can select required group of scrips.
>> Compute User Group Indices
This utility helps user to compute set of Indices created.
The Display pane consist of several fields like Group Name, Index code, Period, Seconds, Group number
and process time.
There are few buttons at the bottom of the Compute Group Indices dialog box.
Manage Indices This opens Manage User Group Indices window.
Show data This displays Index value of all scrips.
Hide Data: This hides the data displayed on upper display panel.
Close This will close down the window of Compute user Group Indices.
Refresh This will refresh the data loaded on the form.
>>Analyze my trades:
Create Company:
User can create new company account or manage existing company accounts through this form.
Display Pane: This consists of Company ID and Company Name. User can click on company to select it.
This has few buttons to operate further:
New: Click to create new company.
Existing: This will modify existing company details.
Delete: This will delete company details.
Save: This will save your settings
Cancel: This will cancel out the changes made.
Accounts: This will help to create or modify existing Company Accounts.
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Create Account:
User can create accounts of existing companies with this form.
Company Name: User can select company name.
Display Pane: This display pane consists of following
Account Name: Name of Account
Broker: Broker specified for account
Relationship Manager: relationship Manager specified for account.
Trading Account: This will consist of Trading Account number.
Initial deposit: initial deposit specified for account.
Contact Number / Mobile Number: Owners contact number.
New: By clicking here, user can create a new account for your company.
Existing: User can edit details of existing account.
Account name: Enter / edit account name as it is mandatory field.
Trading Acc: Enter / Edit trading account number mandatory field.
Initial deposit: Enter / edit Initial deposit for Account
This form has few buttons to handle operation:
Delete: This will delete selected account.
Save: This will save created account.
Cancel: This will cancel out the settings made.
Trade Entry: By Clicking on this, user can make trades Entries for Accounts.
Enter Trades:
User can manage trade entries from this option.
User need to make few settings with this form.
Trading A/C: Select your account
Broker: Broker for account should be assigned
Account Name: Name of the account should be specified.
Show Expiry, Strike Price and Option Type: By checking on this user can view details.
Show individual Entry: This will enable Trade Entries creation or editing.
Delete All for A/c: This will delete all for account.
Display Pane consists of following fields:
Trade number: This will arrange in chronological number of executed trade.
Trade Date: This will display date of Trade execution.
Exch: This will display type of Exchange
Scrip: This will display name of scrip
Symbol: This will display scrip in which trade executed.
Buy/Sell Ind: Type of trade- Buy or Sell
Qty: Quantity of executed Trade.
Gross rate: Gross rate of executed Trade.
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Several fields are displayed such as Account number, L/S, Qty, Avg Rate, Current, Cost, Cost%, Market
Val, Market Val % and profit.
>> Backup Option
User can have backup of personal setting through this form.
Backup options: There are four methods offered in this form.
No Backup: On selecting this option, it will never take any backup.
Backup on Exit: Backup personal setting on existing from software.
Every 15 min: It will take backup on every 15 minutes.
Every 5 min: It will take backup on every 5 minutes.
Source Root Directory: This will display source file location.
Destination Root Directory: This will display backup files location.
Folder icon: On clicking on this, it will select backup files location.
Display Pane: This shows backup details.
This has two buttons to operate:
Save Setting: This will save settings done by the user.
Backup Now: This will backup at that moment.
>> Restore from Backup
User can restore backup files through this form.
Source Root Directory: This displays source files location.
Folder Icon: This will help to select backup files location.
Destination Root Directory: This will display backup files location.
Display Pane: This will display restore details.
There are two buttons:
Delete Selected: This will delete selected one.
Restore Now: Click to restore now.
>> Scrip Maintained by me:
Scrip Creation
This utility will help user to maintain own defined scrip.
User can create their own scrip or companies scrip which are not listed.
Display pane will consist of Scrip number and Scrip name.
User is provided with few buttons with text and number fields.
New: By clicking on this user can create new scrip.
Modify: By clicking on this user can modify created one.
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HELP
Help Menu is provided with different sub-menu. This help menu mainly concentrates on help and
tutorial section for user.
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