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Initial Setup

posted Nov 22, 2015, 5:43 PM by Admin Manager   [ updated Nov 24, 2015, 5:37 PM ]
Before you go too far, it's important that you take the time to setup a couple of settings in mStocks+. 

Base Currency

mStocks allows you to add symbols that trade in different currencies in the symbols list.  You can see the currency that the symbol uses on the Detail Panel as well as via a column that can be shown in the symbols list. In order to be able show total value and other monetary fields, mStocks+ will convert the different symbol's currencies into a base currency. This base currency is used throughout the App to show you consistent monetary values.  Base Currency is set in the preferences screen.

It's important that you pick your base currency before you start entering positions you have in stocks.  Once you start adding positions, the base currency is locked in and can't be changed.  Therefore you should set this as soon as you get started.  The Base Currency defaults to USD.

Show Mode

Another important feature that sometimes trips our users up is the Show Mode. You can setup mStocks+ to only show in the system menu bar or show in the system menu bar and the main menu bar like normal Mac applications.  This is a preference that you can choose in Preferences.  Unlike the Base Currency, you can change this at any time.  We default to show only in Menu Bar.

Hot Keys

You should get accustom to using the Hot Keys to show the Main Window and the Ticker Tape.  By default the hot key are as follows:

Main Window - COMMAND-SHIFT-S
Ticker Tape - COMMAND-SHIFT-T

The command and shift keys need to be held down when you press either S or T to get the toggle to work. If you don't like the default hot keys, you can change these to what ever combination you like.

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