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Symbols List

posted Nov 22, 2015, 5:43 PM by Admin Manager   [ updated Nov 23, 2015, 5:06 PM ]
The symbol list at the top of the main window shows the symbols and other instruments that you have added. You can add additional symbols by performing a symbol lookup and you can remove them by selecting the delete option. You can also filter the list of symbols that are shown based on a number of criteria.



Display Columns

When mStocks+ is initially installed, only a handful of columns are setup to be shown on the Symbols List. You can add and delete columns by right clicking on the column heading of any shown field. When you do this you will get a popup menu that will show all available columns. To add or remove a column, click on its name.

You can change the display order for columns by clicking on the column title and dragging it to a new position. You can change the default size of a column by clicking on the column spacer bar and dragging it to a new size.

If you single click on a column header, it will sort the symbols list on that field. Clicking again on the same header will sort again, but in the reverse order.

mStocks+ will remember the columns you have selected as well as the size and order. 

mStocks supports the following columns and data elements:

Trade DirectionA green up arrow or red down arrow representing the current day's trading direction
Stock SymbolThe stock ticker symbol for the stock or instrument.
NameThe name of the company for the symbol
ExchangeThe stock exchange for the symbol
Current PriceThe current trading price
Open PriceThe open price for the current trading day
Previous Close PriceThe close price for the previous trading day
Day's ChangeThe amount of change of the stock price for the current trading day
Day's Percent ChangeThe percentage change of the stock price for the current trading day
Day's ReturnThe amount of return for the trading day based on shares owned for this symbol.  Will be zero for symbols that you have no position in.
Extended Hours PriceThe current trading price in after hours trading
Extended Hours ChangeThe amount of change of the stock price for the after hours trading
Extended Hours Percent ChangeThe percentage change of the stock price for the after hours trading
VolumeThe volume change for the current trading day
Average VolumeThe 3 month average volume
Day Range GraphA graph representing the current stock price in relation to the stocks day low and day high prices
Day Range PercentA percentage representing the current stock price in relation to the stocks day low and day high prices
Day RangeThe range of trading showing days low and high
Day's Low PriceThe low price for the current trading day
Day's High PriceThe high price for the current trading day
52 Week Range GraphA graph representing the current stock price in relation to the stocks 52 week low and high prices
52 Week Range PercentageA percentage representing the current stock price in relation to the stocks 52 week low and high prices
52 Week RangeThe range of trading showing 52 week low and high
52 Week Low PriceThe low price for the past 52 weeks
52 Week High PriceThe high price for the past 52 weeks
PE Ratio (PE)The price to equity ratio
Earnings Per Share (EPS)The earnings per share
Market CapitalizationTotal market capitalization
Shares OwnedThe number of shares that you own of this symbol.   Will be zero for symbols that you have no position in.
Cost BasisThe total cost basis for the shares that you own of this symbol.   Will be zero for symbols that you have no position in.
Total ReturnThe total return you have for this symbol.  Will be zero for symbols that you have no position in.
Total Percent ReturnThe total percent return you have for this symbol.  Will be zero for symbols that you have no position in.
Total ValueThe total value you have in this symbol.   Will be zero for symbols that you have no position in.
Exchange RateThe current exchange rate for this symbol
CurrencyThe currency that this symbol is priced in
TagsA comma separated list of tags for this symbol

Editing Fields

There are 3 columns in the symbols list that can be edited. These are "Name", "Shares Owned" and "Cost Basis". You can double click on the value for these fields and you will be able to make changes. You can also select the symbol row that you wish to edit the field for and press the enter key to start the editing. Once you have edited a value, you can tab to the next. Press enter when you are done to have the change saved.

Deleting Symbols

If you wish to remove a symbol,  right click the row for the symbol and choose the delete option. You can also press the "delete" key. You will be prompted to confirm that you wish to delete the symbol. Deleting a symbol also removes all news articles, symbol history and chart data. Deletions can not be undone and you should think twice to make sure that you really want to do this. Note that you can always add the symbol again if you change your mind later.

NOTE - the most destructive thing about deleting symbols is in regard to basic and advanced positions. Deleting a symbol removes the shares owned and cost basis.  It also removes all transactions that are part of the symbol.
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