Acordeon Ta

22
CHARTING AND TECHNICALS PRESENTATION

description

Technical analysis cheetsheet

Transcript of Acordeon Ta

  • CHARTING AND TECHNICALS PRESENTATION

  • 1

    Contents

    1. Multiple Security Analysis

    a. MGF Multiple Security Fundamental Graph 2 b. GR and Related Functions: Two security Spread and Ratio Analysis 3 c. BETA:Historical Beta 4 d. HRA, YRH, PRH: Regression Analysis 5 e. HS: Correlation Study 6

    2. Automation

    a. DeMark Cursor Commentary & TD Re-Search 7 b. ATEC, LTEC, CTEC: News Coverage for Technical Patterns 9 c. Event Alerts New selection in Chart Toolbar 11

    3. Single Security Analysis

    a. VBAR: Volume Dimension Bars 12 b. GF: Fundamentals Chart 13 c. MA: Oscillator Study 14 d. TD Open Study 15 e. TD CLOP Study 16 f. TD Trend Factor & TD Absolute Retracement Stable Close Selection 17 g. GOC Study Separate Entries for Lead and Lag parameters 18

    4. User Experience

    a. TDEF: Improved Chart Defaults Page 19 b. Currency Override in LAUNCHPAD Charts 20 c. G charts may be opened in LAUNCHPAD using LLP 21

  • 2

    Multiple Security Analysis

    Multiple Security Fundamental Chart MGF New Function released September 2007

    Use MGF to chart fundamental data for up to 4 securities or indices

    Benefits: 1. Compare one fundamental (or price) data series for up to four securities or indices.

    Bloombergs new autocomplete feature ensures any fundamental data item you search for is found and populated quickly and easily.

    2. MGF uses a smart fill for loading securities. If MGF is applied to one underlying

    security, the relevant indices will load into the other security spots. E.g. SBUX MGF If MGF is applied to two underlying securities, just those two securities will load. E.g. SBUX MCD MGF

    How to Use:

    1. Type SBUX MGF to see multiple securities (indices) for one data set.

    2. Type in the data field to display a list of relevant fields. Select desired data from list and press .

  • 3

    Various Spread/Ratio Functions GR, GRT, GRY, GRYT, SGP, SGY, HSE, GRE, SGE, GRET Enhanced Functions released July 2007

    Bloombergs extensive spread and ratio analytics now use the enhanced Historical Spread (HS) type graphics. Ratio Graph (GR) and it derivatives, as well as HS derivatives now benefit from the improved display style, featuring enhanced functionality, smarter design and layout.

    Benefits:

    1. Consistent user experience throughout all our spread and ratio analysis tools.

    2. Upgraded functions such as Price or Yield Spread Graph (SGP & SGY), Price or Yield Ratio (GR & GRY), P/E Ratio Graph (GRE) and P/E Spread Graph (SGE), allow the user to view securities and relationship graphs in new HS style, but without Summary table and Occurrence histogram.

    3. Upgrading HSE, GRE, SGE and GRET provides quick spread or ratio analysis on earnings data in new HS style.

    How to Use:

    1. Example: AAPL IBM SGP and apply any of the above mentioned functions

  • 4

    Beta Calculations BETA Enhanced Functions released July 2007

    BETA is enhanced to take advantage of the new graphics style introduced in 2007. Expanded functionality includes more in-depth regression analysis.

    Benefits:

    1. Fresh look through use of upgraded graphics. 2. Further regression analysis through introduction of 2 regression formulas, Beta+/- and

    Non-parametric. 3. Distribution of occurrences along axes shown as histograms. 4. Can now calculate BETA against asset class other than an index. 5. Currency field allows for regression analysis in same currency (for instruments that

    trade in different currencies). 6. Maximum number of observations increased from 400 to 2400.

    How to Use: 1. Type DELL BETA 2. Click in checkbox for Linear, Beta +/- and/or Non-Parametric to display that equation. 3. Clicking multiple formulas displays overlaid in chart display. 4. Click Details to see full analytic summaries for displayed formulae.

  • 5

    Various Regression Functions HRA, YRH, PGH Enhanced Functions released September 2007

    Bloombergs regression analytics have undergone significant enhancements with improved looks for a greater user experience. In addition to standard linear regression analysis, Beta+/- and Non-Parametric formulas have been added. These functions now have 4 views: the Stack view (displayed), the Overlay view, and a tab for both scatter plots on their own. Historical Regression Analysis (HRA) is used to compare the change in sensitivity to risk for two instruments between two time ranges. Price and Yield Regression Analysis (PRH and YRH) provide the same information, with the added ability to calculate the hedge ratio for the two instruments - YRH for fixed income instruments in yield, and PRH for all other instruments.

    Benefits:

    1. Fresh look through use of upgraded graphics. 2. Additional regression analysis through Beta+/- and Non-parametric formulas. 3. Distribution of occurrences along axes in Range1 and Range2 tabs. 4. Currency field allows you to show regression analysis in same currency (for

    instruments that trade in different currencies). 5. Maximum number of observations increased from 400 to 2400. 6. Non-equity instruments run in BETA are redirected to HRA.

    How to Use: 1. Example: NG1 CL1 HRA 2. Check Beta +/- and Non-Parametric boxes on the dashboard to add to graph. 3. Click on tabs to display overlaid view, or separate graphs individually.

  • 6

    % Change option for Correlation in HS HS Enhanced Function released July 2007

    Now available the ability to display correlation using % Change as the basis of calculation in HS and related functions.

    Benefits:

    1. Provides more flexibility in displaying correlation between two instruments. 2. Percent Change is a common method in correlation calculation. 3. User can set Correlation to use % Change by default via TDEF.

    How to use:

    1. Example: DELL MSFT HS . 2. Click the Edit button in the red toolbar. 3. Click the Show Correlation Study checkbox. 4. Click the % Change checkbox.

  • 7

    Automation

    Tom DeMark Cursor Commentary New Function released August 2007

    Tom DeMark Cursor Commentary evaluates specific bar data for the Tom DeMark study applied to the chart. Through use of the TDCC cursor, you can select a bar and display all there is to know about that bar with regards to the TD study (or studies) on the chart.

    Benefits:

    1. Unique to Bloomberg. This feature is not available anywhere else. 2. Gives insight to why bars have (or do not have) Tom DeMark study values.

    How to Use:

    1. Type BLP to start LAUNCHPAD. 2. On the LAUNCHPAD toolbar, click Launch Analytics/Charts Charts. 3. Click Create New button in bottom left corner of the Chart Manager window. 4. Select Single Security Historical and click Create. 5. Click the Studies tab at the top of the Chart Properties screen. 6. Click the + next to the DeMark Indicators selection in the Technical Studies menu on

    the left. 7. Click on TD Sequential, then Update to display chart with studies. 8. Click on the Commentary button on the Gray Toolbar.

    9. Click on a bar to get information about that bar.

  • 8

    Tom DeMark Research TDRS New Function released August 2007

    The Tom DeMark research screen is part of the Tom DeMark Cursor Commentary premium service.

    Benefits: 1. Easy to set up criteria for Tom DeMark study search. 2. Unique to Bloombergnot available anywhere else.

    How to Use:

    1. Type TDRS 2. Click on + signs to modify Indicators, Portfolios, Countries, Indices and Time Frames.

  • 9

    News coverage for Technical Patterns ATEC, CTEC, LTEC New Function released September 2007 Stories on the Recognia News Wire (NH RCG) detail the formation of 28 classic Technical Patterns for equities, indices and currencies. The story contains the type of pattern created, price targets indicated by the pattern, and a description of the pattern itself. Within the story is a link that, when clicked, displays a chart with the pattern and targets marked. CTEC displays all the technical pattern stories for the loaded security; LTEC will display all the stories found for a list of securities.

    Benefits:

    1. Identifies technical patterns across 6 stock exchanges (soon to be 41 worldwide), currencies and indices automatically.

    2. Create an alert for a single instrument or portfolio for technical pattern stories. 3. Filter news story display by Bullish/Bearish or individual patterns through use of the

    gray Top Picks button.

  • 10

    How to Use: For all technical pattern stories:

    ilter

    1. Type ATEC for a list of headlines for all technical pattern stories.

    2. Click the Top Picks gray tool bar button in the top left to fby Pattern or Bullish/Bearish pattern.

    3. Click on a headline to view the story. 4. Click on the blue Chart link in the story to view the pattern

    on a GPO chart. 5. Create an alert by clicking the Save/Alert button on the red

    toolbar (or typing 96 ) from the headline page.

    For technical pattern stories on a ticker list:

    1. Run LTEC ; choose a Source and Name of a ticker list, select 1) to Search 2. Headlines for the items in the list are displayed. 3. Click the Top Picks gray tool bar button in the top left to filter by Pattern or

    Bullish/Bearish pattern. 4. Click on a headline to view the story. 5. Click on the blue Chart link in the story to view the pattern on a GPO chart. 6. Create an alert by clicking the Save/Alert button on the red toolbar (or typing 96

    ) from the headline page. For technical pattern stories on a single instrument:

    1. Run CTEC ; headlines for the instrument is displayed. 2. Click the Top Picks gray tool bar button to filter by Pattern or Bullish/Bearish pattern. 3. Click on a headline to view the story. 4. Click on the blue Chart link in the story to view the pattern on a GPO chart. 5. Create an alert by clicking the Save/Alert button on the red toolbar (or typing 96

    ) from the headline page.

  • 11

    Event Alerts Toolbar Feature Enhanced Function released September 2007

    Create an alert directly from a chart a new feature added to the Events button on the gray toolbar.

    Benefits:

    1. Price Graph (GP), Price Graph with Moving Averages (GPO) and related charts have increased functionality embedded within the chart. 2. Users do not have to leave the chart to set an alert.

    How to Use: 1. Example: XOM GPO . 2. Left-click on the Events button on the gray toolbar. 3. Left-click on Alert to access ALRT.

  • 12

    Single Security Analysis

    Volume Dimension Bars VBAR New Function released September 2007

    Volume Dimension Bar (VBAR) displays the volume at price for each bar of a standard bar chart. Color coding of bars and volume histogram allow for quick interpretation of market activity.

    Benefits: 1. Includes volume information in a bar chart in an easy-to-interpret manner. 2. Allows user to determine whether volume is in agreement or disagreement with price

    action. 3. Unique chart type distinguishes Bloomberg as a serious solution for chart users. 4. Users can join days to create a different distribution view.

    How to Use:

    1. Enter an underlying security. Example: ES1 VBAR . 2. Click Join, left-click and drag over the areas you wish to join. 3. Click Reset to restore view. 4. Click Zoom, left-click and drag over areas to you wish to view. 5. Double-click in chart to reset view. Reset button works here as well.

  • 13

    Fundamentals Chart GF New Function released September 2007

    Fundamental Graph (GF) is a new function presenting fundamental and pricing data for a single security or index in Bloombergs stylish new chart scheme.

    Benefits:

    1. Compare up to four fundamental data series for one security. Bloombergs new autocomplete feature ensures any fundamental data item you search for within the amber fields is found and populated quickly and easily.

    2. The red Templates button provides quick access to common or interesting data relationships.

    How to Use:

    1. Example: AAPL GF to see one security with multiple data sets. 2. Click on the Templates button on the Red toolbar to view pre-selected data sets.

  • 14

    Moving Average Oscillator Study New Study New Study released September 2007

    The Moving Average Oscillator is now available as a study in Bloomberg LaunchPad (BLP). This is a more flexible version of the MACD study.

    Benefits: 1. Allows user to customize traditional MACD study by offering choices for Moving

    Average type and Data Source. 2. Increases the number of studies available in Bloomberg charts.

    How to Use:

    1. Type BLP to start LAUNCHPAD. 2. On the LaunchPad toolbar, click Launch Analytics/Charts Charts. 3. Click Create New button in bottom left corner of the Chart Manager window. 4. Select Single Security Historical and click Create. 5. Edit the Security, Period, and Date Range as desired. 6. Click the Studies tab at the top of the Chart Properties screen. 7. Click the MA Oscillator study. 8. In the Technical Studies Selected column, left-click on the MA Oscillator study and

    select Edit Study Properties. 9. Change the MA Type and MA Price fields as desired.

    10. Click update twice to display study with parameters as selected.

  • 15

    Tom DeMark Study TD Open New Study released August 2007

    A new Tom DeMark study is available in LaunchPad. TD Open displays a direction indicator when the bar opens outside of the previous bars HI-LO range.

    Benefits:

    1. Increases the number of Tom DeMark studies available in LaunchPad. 2. Allows user to identify intraday market direction with an easy to use indicator.

    How to Use:

    1. Type BLP to start LAUNCHPAD. 2. On the LAUNCHPAD toolbar, click Launch Analytics/Charts Charts. 3. Click Create New button in bottom left corner of the Chart Manager window. 4. Select Single Security Historical and click Create. 5. Edit the Security, Period, and Date Range as desired. 6. Click the Studies tab at the top of the Chart Properties screen. 7. Click the + next to the DeMark Indicators selection in the Technical Studies menu on

    the left. 8. Scroll down to the end of the TD menu, click on TD Open Click Update to display

    chart with studies.

  • 16

    Tom DeMark Study TD Clop New Study released August 2007

    A new Tom DeMark study is available in LaunchPad. TD CLOP displays a direction indicator when the bar opens outside of the previous bars Open to Close range.

    Benefits: 1. Increases the number of Tom DeMark studies available in LaunchPad. 2. Allows user to identify intraday market direction with an easy to use indicator.

    How to Use:

    1. Type BLP to start LAUNCHPAD. 2. On the LAUNCHPAD toolbar, click Launch Analytics/Charts Charts. 3. Click Create New button in bottom left corner of the Chart Manager window. 4. Select Single Security Historical and click Create. 5. Edit the Security, Period, and Date Range as desired. 6. Click the Studies tab at the top of the Chart Properties screen. 7. Click the + next to the DeMark Indicators selection in the Technical Studies menu on

    the left. 8. Scroll down to the end of the TD menu, click on TD CLOP. 9. Click Update to display chart with studies.

  • 17

    Tom DeMark Stable Close Option Enhanced Functionality released September 2007

    The new Stable Close parameter has been introduced to Tom DeMark studies TD Trend Factor and TD Absolute Retracement. A bar is said to have a stable close when the next bar trades at that price.

    Benefits: Adding Stable Close gives more flexibility in adapting Tom DeMarks studies for Bloomberg. How to Use:

    1.Type BLP to start LAUNCHPAD. 2.On the LaunchPad toolbar, click LaunchAnalytics/ChartsCharts. 3.Click Create New button in bottom left corner of the Chart Manager window. 4.Select Single Security Historical and click Create. 5.Edit the Security, Period, and Date Range as desired. 6.Click the Studies tab. 7.Click the + next to DeMark Studies, select TD Trend Factor Up, Down. 8.Left click on the study name in the right column and select Edit Study Properties. 9.Change Maximum Stable Close Delay to 2. 10.Click Update, Update again.

    When using the Trend Factor study that you modified, the study will look for a stable close for up to two bars after if an unstable close is selected.

  • 18

    General Overview Chart GOC Enhanced Functionality released September 2007

    Lead and Lag period have been separated into their respective fields, for more flexibility using GOC charts. LaunchPad and G Charts have been enhanced in this way as well. Also, TDEF settings for Lead and Lag period have been added.

    Benefits: 1. More flexibility for users to see GOC study as they see fit. 2. Adding default settings for Lead and Lag lines promotes consistency for technical

    analysis functions and saves the user the extra steps of changing Lead/Lag periods on the dashboard.

    How to Use:

    1. Example: Enter VOD LN GOC . 2. Edit the amber fields for Lead and Lag Period and press to see changes. 3. To set permanent lead and lag periods, type TDEF 15 and edit the default

    values.

  • 19

    Technical Default Settings TDEF Enhanced Functionality released July 2007

    The Charts and Technical Study Defaults page (TDEF ) has been restructured to consolidate settings for graphs display and behavior in one, easy to manage location.

    Benefits: 1. New fonts and menu-style layout make TDEF visually appealing and consistent with

    Bloomberg style. 2. Topics are organized in a logical fashion and easily accessed through use of the

    menu. 3. User can quickly access specific defaults through use of tails: TDEF20 will

    display defaults for Market Picture, for example. How to Use:

    1. Type TDEF .

  • 20

    Currency Override for historical charts in LAUNCHPAD BLP Enhanced Functionality released August 2007

    Single Security Historical charts in LAUNCHPAD now have the ability to display an instrument in a different currency. Previously, the field only displayed the native currency of instrument and was not editable.

    Benefits: 1. Allows user to convert the currency of an instrument. 2. Gives LaunchPad functionality that is available in functions like GP and GPO.

    How to Use: 1. Type BLP to start LAUNCHPAD. 2. On the LAUNCHPAD toolbar, click Launch Analytics/Charts Charts. 3. Click Create New button in bottom left corner of the Chart Manager window. 4. Select Single Security Historical and click Create. 5. Edit the Security, Period, and Date Range as desired. 6. Click in the Currency combo box to get menu. 7. Select currency with mouse click or keyboard. 8. Click Update to display chart with converted currency.

  • 21

    LLP command for G charts Enhanced Functionality released September 2007

    G charts can now be quickly added to a LAUNCHPAD view by running LLP on any G chart displayed on a traditional Bloomberg screen.

    Benefits: 1. Extends the functionality and flexibility of LAUNCHPAD to users of the G function 2. Allows G function users to easily monitor more charts at one time.

    How to Use:

    1. Create a G chart by typing IBM G1 . 2. Follow the steps using the chart wizard until the G chart is displayed; OR 3. Type IBM G . 4. Select a previously created G Chart from the list displayed by double-clicking or

    typing G followed by its number, e.g. G12 5. Type LLP to open the LAUNCHPAD instance of the G chart.